Senior Tax Preparer

Senior Tax Preparer

Position Overview:

The Senior Tax Preparer at Avery Partners' client is responsible for preparing and reviewing complex tax returns for businesses and individuals while supporting the delivery of high-quality tax and advisory services to clients. This role requires strong technical tax knowledge, attention to detail, and the ability to manage multiple engagements efficiently in a fast-paced public accounting environment.

The ideal candidate has significant experience preparing complex business and individual tax returns, understands a wide range of tax situations and entity structures, and is comfortable communicating directly with clients regarding tax matters and required documentation. This individual will also support the development of less experienced staff by providing guidance, sharing technical knowledge, and assisting with day-to-day workflow coordination.

Key Responsibilities:

- Prepare complex business, individual, fiduciary, and pass-through entity tax returns accurately and efficiently

- Review client financial information, accounting records, and supporting documentation to ensure completeness and compliance

- Identify tax issues, discrepancies, and planning opportunities while communicating findings to leadership and clients

- Assist with tax planning projects and research federal, state, and local tax matters

- Communicate directly with clients to request information, answer questions, and provide updates on tax engagements

- Manage multiple tax engagements and deadlines while maintaining a high level of accuracy and organization

- Review work prepared by less experienced staff and provide guidance and technical support as needed

- Stay current on tax law changes, compliance requirements, and industry developments

- Assist in improving internal processes, workflow efficiency, and overall client service delivery

- Support a collaborative team environment focused on continuous learning and professional development

Qualifications:

- Bachelor's degree in Accounting, Finance, or related field

- CPA license preferred

- 5+ years of tax experience in a public accounting or CPA firm environment

- Extensive experience preparing complex business and individual tax returns

- Strong understanding of federal, state, and local tax regulations

- Experience working with pass-through entities, partnerships, S corporations, and multi-entity structures preferred

- Experience reviewing tax workpapers and supporting documentation

- Ability to manage multiple engagements and deadlines independently

Skills & Competencies:

- Strong technical tax preparation and research skills

- High attention to detail and commitment to accuracy

- Excellent analytical and problem-solving abilities

- Strong organizational and time management skills

- Ability to communicate professionally and effectively with clients and team members

- Ability to identify tax planning opportunities and potential compliance issues

- Proactive and solution-oriented mindset

- Ability to work independently while collaborating with leadership and staff

- Strong interpersonal skills and team-oriented attitude

- Proficiency in Thomson Reuters tax software and Microsoft Office Suite

Success Profile (What Great Looks Like in 6–12 Months):

- Successfully preparing and managing complex tax engagements with minimal oversight

- Building strong working relationships with clients and internal team members

- Consistently delivering accurate, timely, and high-quality tax work

- Becoming a reliable technical resource for less experienced staff

- Contributing to improved workflow efficiency and client service processes

- Supporting the development of junior staff through guidance and collaboration